Essential Planning, LLC
● SEC registered since 1996CRD 106651SEC# 801-51363Portsmouth, NH
Reg. AUM
$524.4M
Employees
11
Accounts
2,207
Location
Portsmouth, NH
Essential Planning, LLC assets under management
Essential Planning, LLC is a registered investment adviser overseen by the SEC based in Portsmouth, NH. The firm has been registered since 1996. It reports $524.4 million in regulatory assets under management and employs 11 people.
Essential Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Charles Lord Control | Member, Chief Compliance Officer | Over 75% | 1984 |
Frequently asked questions
How much does Essential Planning, LLC manage?
Essential Planning, LLC reports $524.4 million in regulatory assets under management on its Form ADV.
How many employees does Essential Planning, LLC have?
Essential Planning, LLC reports 11 employees.
Where is Essential Planning, LLC located?
Essential Planning, LLC is based in Portsmouth, NH and has been SEC-registered since 1996.
Does Essential Planning, LLC disclose fund performance?
Essential Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Market Street, Unit 1d, Portsmouth, NH 03801 |
| Phone | 603-427-5164 |
| Fax | 603-427-5170 |
| Office hours | 8:30 a.m. To 5:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1949824 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$524.4M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$524.4Mregulatory AUM
Discretionary $524.4M